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MZTI

The Marzetti Company

336 hedge funds and large institutions have $3.18B invested in The Marzetti Company in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $472K

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

18% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 108

5% more funds holding

Funds holding: 321336 (+15)

0.03% less ownership

Funds ownership: 61.14%61.12% (-0.03%)

9% less capital invested

Capital invested by funds: $3.49B → $3.18B (-$312M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
127
Reduced
108
Closed
27
Calls
$3.91M
Puts
$472K
Net Calls
+$3.44M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
251
D.E. Shaw & Co
New York
$267K +$270K +1,413 New
CCM
252
Coldstream Capital Management
Washington
$264K +$32.5K +170 +14%
CGH
253
Crossmark Global Holdings
Texas
$245K -$336K -1,760 -58%
BHCM
254
Brevan Howard Capital Management
Jersey
$243K +$245K +1,284 New
AAP
255
Arax Advisory Partners
Colorado
$237K +$1.72K +9 +0.7%
LCM
256
Laurion Capital Management
New York
$235K
CPC
257
Consolidated Planning Corp
Georgia
$233K +$10.1K +53 +4%
Lido Advisors
258
Lido Advisors
California
$228K -$9.16K -48 -4%
SC
259
Savant Capital
Illinois
$226K +$40.3K +211 +21%
ECM
260
ExodusPoint Capital Management
New York
$225K -$2.37M -12,413 -91%
VIA
261
Virtus Investment Advisers
Connecticut
$224K
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$220K -$1.53K -8 -0.7%
NCTC
263
New Covenant Trust Company
Indiana
$217K
M&T Bank
264
M&T Bank
New York
$215K -$42.2K -221 -16%
CFCI
265
Comprehensive Financial Consultants Institutional
Indiana
$207K
PS
266
Principal Securities
Iowa
$206K +$37.2K +195 +22%
HAG
267
HighPoint Advisor Group
Illinois
$205K +$4.01K +21 +2%
MNBTD
268
Moody National Bank Trust Division
Texas
$202K
JWM
269
Janiczek Wealth Management
Colorado
$192K +$4.01K +21 +2%
UB
270
UMB Bank
Missouri
$180K
AA
271
Ancora Advisors
Ohio
$176K
EWA
272
EverSource Wealth Advisors
Alabama
$149K +$5.35K +28 +4%
GRP
273
Global Retirement Partners
California
$142K +$137K +719 +2,179%
QCG
274
Quadrant Capital Group
Ohio
$136K -$1.72K -9 -1%
HNB
275
Huntington National Bank
Ohio
$118K -$47.3K -248 -29%

MZTI Hedge Fund Activity: Q2 2024 in Review

336 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2024, worth a combined $3.18B — down 8.9% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MZTI positions and 27 closed out — a net gain of 18 holders — while 127 added to existing stakes and 108 trimmed.

The largest buyer was William Blair & Company, adding an estimated $31.5M. The largest seller was William Blair Investment Management, cutting an estimated $62.9M.

  • 336 institutional investors held The Marzetti Company (MZTI) as of Q2 2024, up from 321 in Q1 2024.
  • Funds reported $3.18B of The Marzetti Company stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 45 funds opened new The Marzetti Company positions in Q2 2024 and 27 closed out, a net change of +18 holders.
  • The largest The Marzetti Company buyer in Q2 2024 was William Blair & Company, an estimated $31.5M added.
  • The largest The Marzetti Company seller in Q2 2024 was William Blair Investment Management, an estimated $62.9M sold.

Based on aggregated 13F filings for Q2 2024.